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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $473,757 |
Service code 19 · EIN 86-1529826 11100 SANTA MONICA BLVD, SUITE 2000 · LOS ANGELES, CA 90025 | Securities Custodian | $334,241 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1301 E 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $331,886 |
BMO HARRIS BANK NA6 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 36-3673844 115 S LASALLE ST, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $192,476 |
Service code 19 · EIN 38-4055754 900 NORTH MICHIGAN AVENUE, STE 1100 · CHICAGO, IL 60611 | Securities Custodian | $173,230 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 201 WASHINGTON STREET, 15TH FLOOR · BOSTON, MA 02108 | Securities Custodian | $152,055 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP LP Service code 19 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Securities Custodian | $132,787 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 19 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Securities Custodian | $122,190 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 485 LEXINGTON AVE, 12TH FLOOR · NEW YORK, NY 10017 | Investment Management | $106,417 |
ANNALISA DEFALCO7+ years Service code 14 · EIN 11-1970385 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $85,009 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -5.68% | -6.02%+0.3pp | -3.21%-2.5pp | 23.41%-29.1pp |
| Employer contribution / active EE | $22,733 | $11,241+102.2% | $46,051-50.6% | $12,650+79.7% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |